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Avantax Planning Partners’s EPR Properties EPR Stock Holding History

Avantax Planning Partners’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$27K – 543
2018
Q3 		$27K Buy
+400
New +$27.2K ﹤0.01% 628
2018
Q2 		– Sell
-200
Closed -$11K – 585
2018
Q1 		$11K Buy
+200
New +$11.6K ﹤0.01% 994

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Avantax Planning Partners's EPR Position: Q4 2018 in Review

Avantax Planning Partners sold out of EPR Properties (EPR) in Q4 2018, closing a stake of 400 shares — an estimated $27K sold.

Avantax Planning Partners first reported a position in EPR in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q3 2018. 400 funds tracked by Wall St. Rank hold EPR as of Q4 2018.

  • Avantax Planning Partners reported no remaining EPR Properties position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 400 EPR Properties shares in Q4 2018, an estimated $27K.
  • Avantax Planning Partners first reported a position in EPR Properties in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's EPR Properties position peaked at $27K in Q3 2018.
  • 400 funds tracked by Wall St. Rank held EPR Properties as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.